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Member Management for Financial Secretaries

Member Management for Financial Secretaries

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Member Management for Financial Secretaries

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Presentation Transcript

  1. Member Management for Financial Secretaries

  2. Contact Information: FS Appointments/MM Access Email: Ann.Moran@kofc.org Phone: 203 752 4717 Financial Secretary Training Consultant Email: Rod.Hofschulte@kofc.org Phone: 402 510 7250

  3. Officer’s Desk Reference

  4. Officer’s Desk Reference Officer’s Desk Reference Use to reference information on subjects such as; • membership issues, • tax issues, • home corporations, • council and assembly concerns, • social communications

  5. Deacons

  6. Program Calendar

  7. Program Calendar • Calendar of activities and events • Monitor important due dates

  8. By-Laws on Line

  9. Council By-Laws On-Line Available to GK, FS and Council Advocate. Template to update or create council by-laws. Automatically approved once completed and submitted.

  10. Member Management Section 1 Member information and member profiles

  11. Member Management

  12. Opening page shows recent changes and additions Click here to go to Expert site

  13. Helpful tips and instructions for understanding functions in this system Opening Screen: Shows recent updates and changes to program.

  14. Need Help See the Expert

  15. Video Tutorials See Next Slide

  16. Last name or first letter of last name and an asterisk Regular Honorary Honorary Life

  17. Click on name to select

  18. PSD, FVSM Pg 1 of 3

  19. Pg 2 of 3

  20. Always save your work Pg 3 of 3

  21. Pg. 1 of 2 Comptroller or FS

  22. Enter Proposer #, Name will Appear Pg 2 of 2

  23. Must show status for name to show above Single Married Widower Divorced Error correction

  24. Also Update Next of Kin Information and Member Status in Member Billing.

  25. Spouse name shown

  26. Continued on next slide

  27. Member Management Section 2: Council information and administration

  28. DGK Position Open